Global Equities, ranked by Historical Return

for period ending June 30, 2025

More ways to view this list of Portfolio Ingredients:
Ingredient Summary Page (Total Return with Maximum Drawdown Scatterplots)
by Return: Total Return (1, 3, 5, 10, 15, 20 years), Historical Return (past 5 years)
by Risk vs. Return: Risk vs. Return Compass, M-Squared, Alpha, Sharpe Ratio, Sortino Ratio, Treynor Ratio
by Volatility / Risk: Maximum Drawdown, Standard Deviation, Downside Deviation, Beta
by Peer Group: Global Asset Classes, Global Equities, Global Sectors

Historical Return is the annual return for the last 5 calendar years.

Note: Access to the sortable list for all years (including 3-, 5-, 10-, 15-, and 20-year metrics) is only available to paid subscribers. Subscribe to view the complete version of this Ingredient Summary page.

Portfolio Ingredients: Global Equities Peer Group
Sort by any column by clicking on the gray column heading.

    Historical Return   Total Return, annualized
Ingredient Name ID Category   1 year 3 year 5 year 10 year 15 year 20 year
    Group Average  
   
Indonesia EIDO Asia and Australia * * * * -12.9%   -4.6% * * * * *
New Zealand ENZL Asia and Australia * * * * -4.9%   2.7% * * * * *
Philippines EPHE Asia and Australia * * * * -1.4%   14.6% * * * * *
Australia EWA Asia and Australia * * * * 1.6%   11.2% * * * * *
Hong Kong EWH Asia and Australia * * * * 0.0%   35.3% * * * * *
Japan EWJ Asia and Australia * * * * 7.0%   12.5% * * * * *
Malaysia EWM Asia and Australia * * * * 19.5%   10.4% * * * * *
Singapore EWS Asia and Australia * * * * 22.1%   41.4% * * * * *
Taiwan EWT Asia and Australia * * * * 16.1%   9.4% * * * * *
S Korea EWY Asia and Australia * * * * -20.5%   11.2% * * * * *
India INDY Asia and Australia * * * * 3.5%   1.5% * * * * *
China MCHI Asia and Australia * * * * 17.7%   34.4% * * * * *
Thailand THD Asia and Australia * * * * -2.2%   -3.6% * * * * *
Vietnam VNM Asia and Australia * * * * -11.1%   13.0% * * * * *
Poland EPOL Europe * * * * -2.5%   39.0% * * * * *
Sweden EWD Europe * * * * -3.9%   16.2% * * * * *
Germany EWG Europe * * * * 9.8%   40.5% * * * * *
Italy EWI Europe * * * * 10.3%   38.7% * * * * *
Belgium EWK Europe * * * * 0.2%   22.7% * * * * *
Switzerland EWL Europe * * * * -2.8%   15.8% * * * * *
Netherlands EWN Europe * * * * 1.7%   10.9% * * * * *
Austria EWO Europe * * * * 4.1%   42.4% * * * * *
Spain EWP Europe * * * * 5.8%   46.3% * * * * *
France EWQ Europe * * * * -5.6%   16.7% * * * * *
UK EWU Europe * * * * 6.8%   18.6% * * * * *
EMU EZU Europe * * * * 2.3%   25.2% * * * * *
Greece GREK Europe * * * * 9.5%   54.5% * * * * *
Norway NORW Europe * * * * -2.5%   19.3% * * * * *
Israel EIS Mideast and Africa * * * * 34.5%   58.4% * * * * *
S Africa EZA Mideast and Africa * * * * 7.3%   32.2% * * * * *
Turkey TUR Mideast and Africa * * * * 12.9%   -21.7% * * * * *
Canada EWC North America * * * * 12.4%   27.1% * * * * *
Mexico EWW North America * * * * -28.2%   12.4% * * * * *
SPDR S&P 1500 SPTM North America * * * * 23.9%   14.4% * * * * *
Argentina ARGT South America * * * * 63.5%   51.0% * * * * *
Chile ECH South America * * * * -8.6%   24.6% * * * * *
Peru EPU South America * * * * 21.8%   27.0% * * * * *
Brazil EWZ South America * * * * -30.5%   12.4% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark * * * * 14.4%   11.6% * * * * *